ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

ORG Wealth Partners, LLC's Holding History (CIK: 0002032602)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 1,392 Value ($000) $956 Avg Close — Range —
Q3 2025
Shares 1,458 Value ($000) $978 Avg Close — Range —
Q2 2025
Shares 1,462 Value ($000) $909 Avg Close — Range —
Q1 2025
Shares 1,496 Value ($000) $845 Avg Close — Range —